Stock Markets February 27, 2026

UK Cinema Operators Tentatively Accept Paramount Skydance Win Over Netflix, But Concerns Persist

Exhibitors welcome clarity after Netflix exits Warner Bros Discovery sale but warn of job cuts and fewer theatrical releases unless commitments are enforceable

By Sofia Navarro WBD
UK Cinema Operators Tentatively Accept Paramount Skydance Win Over Netflix, But Concerns Persist
WBD

British cinema operators reacted with cautious relief after Paramount Skydance emerged ahead of Netflix in the contest to acquire Warner Bros Discovery. While operators said the result removes some immediate uncertainty, they remain worried that consolidation of major studios could lead to job losses and a reduced number of films given full theatrical releases. Regulators are expected to scrutinise the deal to secure binding protections for distribution and theatrical windows.

Key Points

  • Paramount Skydance beat Netflix in the race to acquire Warner Bros Discovery, with Netflix withdrawing after refusing to raise its bid on Thursday.
  • Cinema trade bodies and chains welcomed reduced uncertainty but remain concerned that consolidation could reduce the number of films released theatrically and lead to job losses, impacting the cinema and entertainment sectors.
  • Industry leaders stress that the deal requires rigorous antitrust review, including by the UK's Competition and Markets Authority, to secure legally binding commitments on distribution, marketing and theatrical exclusivity.

LONDON, Feb 27 - British cinema owners have responded with guarded approval to Paramount Skydance beating Netflix in the competition to buy Warner Bros Discovery, but they warned that the longer-term consequences for theatrical release volumes and employment remain a source of concern.

Netflix withdrew from the bidding on Thursday after declining to increase its offer. Exhibitors have viewed the streaming giant with suspicion because of its longstanding tendency to keep films on its platform rather than pursue traditional, extended theatrical runs, typically giving titles only short cinema windows to meet awards eligibility.

Phil Clapp, chief executive of the UK Cinema Association, said Netflix's decision to drop out removed an element of uncertainty but did not resolve deeper worries about the potential disappearance of a major US studio from the theatrical ecosystem and what that would mean for the slate of films reaching cinemas.

"We take the public statements from Paramount Skydance about its plans for any merged company in good faith - as we did those from Netflix," Clapp said. "But we saw with the Disney acquisition of Fox in 2019 similar public undertakings and now find ourselves in a position where the combined company releases around 40% fewer films than was the case when they were separate."

Paramount chief executive David Ellison has publicly said in an open letter to UK creatives earlier this month that the combined company would deliver a slate of more than 30 films per year, each receiving a full theatrical release.


Tim Richards, founder and chief executive of cinema chain Vue, described Paramount's success in the bidding as lifting some of the immediate uncertainty facing exhibitors, while stressing that concerns about potential job losses would exist regardless of which bidder succeeded.

Richards said that if Netflix had won, cinemas feared a reduction in Warner Bros' theatrical output or the effective collapse of the theatrical release window. He suggested one potential upside from the outcome is that Netflix, having studied Warner Bros' theatrical approach during the bidding process, might adopt more traditional release practices and put some of its own films on the big screen.

"What we would love to see are movies like Greta Gerwig's incredible new 'Chronicles of Narnia' coming out this Thanksgiving, to actually see that on a big screen," Richards said, citing an example of the kinds of films exhibitors hope will retain wide theatrical distribution.


Clapp emphasised that the transaction will require thorough examination by competition authorities, including Britain's Competition and Markets Authority, to secure legally binding commitments on areas such as distribution, marketing and theatrical exclusivity.

Exhibitors are looking for enforceable protections rather than reassurances alone, reflecting experience from prior studio consolidations that public promises did not always translate into preserved theatrical output.

The result of the bidding provides more clarity for the sector but leaves open important questions about how a combined studio would operate, how many films would be produced and released in cinemas, and what this means for jobs across the industry.

Risks

  • Potential reduction in theatrical film releases if studio consolidation leads to a smaller combined slate or altered release strategies, affecting box office revenues and exhibition sector economics.
  • Possible job losses in the film production and cinema exhibition sectors if the merged studio restructures output or operations, with labour market and regional economic impacts.
  • Risk that public promises by acquirers are insufficient without legally enforceable commitments, leaving distribution, marketing and exclusivity protections uncertain until regulatory scrutiny is completed.

More from Stock Markets

Wolfe Research Lifts Honeywell to Outperform, Sees $293 Sum-of-the-Parts Value Feb 27, 2026 Warsaw market slips as banking, oil and developers drag WIG30 down 0.09% Feb 27, 2026 Tricolor Noteholders Sue Major Banks Alleging Complicity in Fraud Feb 27, 2026 Soybean Trucks Pile Up at Miritituba as Record Harvest Stresses Amazon River Export Hub Feb 27, 2026 Copenhagen Stocks Tick Higher as Consumer Goods, Oil & Gas and Tech Gain Feb 27, 2026